Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,739 | $150,447-92.2% | $136,298-91.4% | $147,586-92.0% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 139.30% | 1049.15%-909.9pp | 5156.27%-5017.0pp | 578.59%-439.3pp |
| Employer contribution / active EE | $1,316 | $5,256-75.0% | $4,696-72.0% | $4,876-73.0% |
| Participant deferral / active EE | $5,481 | $6,631-17.3% | $6,247-12.3% | $5,439+0.8% |
| Admin fee / account holder | $1,704 | $10,906-84.4% | $9,244-81.6% | $10,886-84.3% |